CLARKSTON CAPITAL PARTNERS LLC
Q1 2025 Form 13-F

BLOOMFIELD HILLS, MICHIGAN
CIK 0001562855 · CRD 143456 · SEC-registered investment adviser
Holdings reported by Advisory Services Network LLC since Q3 2018
$5.1B Reported Value Total

CLARKSTON CAPITAL PARTNERS, LLC reports 1,795 total accounts under management (AUM). There are 1,783 discretionary accounts valued at $37,703,549, and 12 non-discretionary accounts valued at $6,731,447,648.

Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered Discretionary & Non-Discretionary
Private funds (Form ADV)
2 funds · $1.1B gross asset value
Other: $1.1B
Source: Form ADV filed 2026-07-29
Reported value
$5.1B
Quarter over quarter
-4.3%
Holdings
146
Top-10 concentration
47.9%

Filing Structure

Reports holdings for

Holdings reported by

Key People

Form ADV owners & control persons
Gerald Wayne Hakala
SHAREHOLDER
Jeffrey Anthony Hakala
SHAREHOLDER
Joyce Marie Lapreta
CHIEF COMPLIANCE OFFICER

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Q1 2025 13F record

Q1 2025 13F filing summary

Q1 2025 Form 13F portfolio summary
Period of report March 31, 2025
Filed May 14, 2025
Form 13F-HR
Reported value $5.1B
Positions 146
Change in reported value -2.9%
New positions 6
Exited positions 21
Position turnover 16.2%
Top-10 concentration 47.9%

13F filings by quarter

Form 13F filings by quarter
Quarter Positions Value
Q3 2026 13F
Filed Nov 10, 2026
96 $1.1B
Q2 2026 13F
Filed Aug 11, 2026
96 $1.2B
Q1 2026 13F
Filed May 14, 2026
98 $1.3B
Q4 2025 13F
Filed Feb 13, 2026
178 $4.3B
Q3 2025 13F
Filed Nov 13, 2025
158 $4.6B
Q2 2025 13F
Filed Aug 13, 2025
151 $4.7B
Q1 2025 13F
Filed May 14, 2025
146 $5.1B
Q4 2024 13F
Filed Feb 13, 2025
161 $5.2B
Q3 2024 13F
Filed Nov 7, 2024
153 $5.4B
Q2 2024 13F
Filed Aug 14, 2024
153 $5.2B
Q1 2024 13F
Filed May 14, 2024
154 $5.7B
Q4 2023 13F
Filed Feb 14, 2024
158 $5.4B
Q3 2023 13F
Filed Nov 2, 2023
162 $5.1B
Q2 2023 13F
Filed Aug 7, 2023
159 $5.6B
Q1 2023 13F
Filed May 15, 2023
166 $5.4B
Q4 2022 13F
Filed Feb 13, 2023
174 $5.3B
Q3 2022 13F
Filed Nov 14, 2022
175 $5.1B
Q2 2022 13F
Filed Aug 10, 2022
188 $5.4B
Q1 2022 13F
Filed May 9, 2022
197 $6.0B
Q4 2021 13F
Filed Feb 14, 2022
187 $5.8B

34 earlier quarters on file — choose one from the quarter menu above.

Top 20 holdings · Q1 2025

Largest Q1 2025 13F positions by reported value
# Holding Reported value % of portfolio
1 POST POST HLDGS INC $391.5M 7.72%
2 CLVT CLARIVATE PLC $292.9M 5.78%
3 TAP MOLSON COORS BEVERAGE CO $277.2M 5.47%
4 AMG AFFILIATED MANAGERS GROUP IN $266.4M 5.26%
5 USFD US FOODS HLDG CORP $222.6M 4.39%
6 LPLA LPL FINL HLDGS INC $220.6M 4.35%
7 GFL GFL ENVIRONMENTAL INC $217.8M 4.3%
8 LW LAMB WESTON HLDGS INC $198.4M 3.91%
9 WTW WILLIS TOWERS WATSON PLC LTD $172.5M 3.4%
10 CHRW C H ROBINSON WORLDWIDE INC $170.2M 3.36%
11 SYY SYSCO CORP $160.7M 3.17%
12 AVTR AVANTOR INC $155.5M 3.07%
13 WLYB WILEY JOHN & SONS INC $136.1M 2.68%
14 ENR ENERGIZER HLDGS INC NEW $125.8M 2.48%
15 HSIC HENRY SCHEIN INC $120.0M 2.37%
16 BRO BROWN & BROWN INC $118.3M 2.33%
17 LKQ LKQ CORP $107.0M 2.11%
18 MIDD MIDDLEBY CORP $104.6M 2.06%
19 CABO CABLE ONE INC $94.9M 1.87%
20 BUD ANHEUSER BUSCH INBEV SA/NV $92.2M 1.82%

Values as reported on the Q1 2025 Form 13F. Every position is in the holdings table below.

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